What is the fit between gears and shafts?
4 Answers
The fitting form between gears fixed on shafts and the shafts varies depending on specific conditions. Factors such as the magnitude of power transmission, load stability, impact resistance, and assembly process must be considered. Generally, for small and stable loads, a clearance fit like H7/h6 is sufficient. For larger loads with impacts, transition fits such as H7/k6 or H7/m6 are used. These two are common fitting forms. Extension: In actual assembly, there are only two fitting forms—clearance and interference—which are easy to understand. Transition fits, however, can potentially be either clearance or interference fits; the exact fit is determined only after the parts are machined and assembled. Appropriate transition fits can be selected, such as those with a higher tendency toward clearance or interference fits.
Having repaired cars for over a decade, I've found that gears and shafts are truly a golden partnership. The essence of their cooperation lies in precise transmission without wobbling, typically achieved through three common methods: Key connection is the most cost-effective, relying on square-headed keys to lock the gear and shaft together; spline connection is more robust, like inserting a multi-toothed key into a lock core, especially common in transmissions; interference fit is the most straightforward—heat the gear to expand it, then fit it onto the shaft, and it tightly grips upon cooling. The fit precision directly impacts power transmission efficiency—too loose causes slipping and noise, too tight risks tooth breakage. Last time I repaired a truck differential, it was due to a loose interference fit, causing the gear to grind grooves into the splined shaft.
In the mechanical design class, the professor mentioned that the fit between shafts and gears essentially constrains six degrees of freedom. When calculating interference fits, we must consider the material's thermal expansion coefficient. For instance, a 20CrMnTi gear heated to 180°C can expand by approximately 0.2 mm. Press-fit force is even more critical—a 40 mm shaft requires at least a 10-ton hydraulic press. The most troublesome issue is stress concentration, which is why fillet transitions must be machined at shaft shoulders. During one test, we found that unchamfered keyway edges could directly crack bearings. Nowadays, splines are prioritized in designs since their load-bearing area is over five times larger than that of a single key.
Watching the factory veteran install gears is like magic: measure the shaft diameter, shrink it at -20°C, heat the gear in oil to 200°C, then quickly slide it onto the shaft with a hiss—once cooled, it’s firmer than welding. This interference fit even eliminates bolts, making it ideal for high-speed rotors. But miscalculating the temperature difference spells trouble—once, insufficient heating led to forced hammering, and the gear shifted axially after three days, destroying the entire gearbox. Later, the factory mandated measuring three points on the shaft neck before pressing and checking gear bore ovality with pneumatic gauges.
